Sarah Lynn Sizemore
Investment adviser representative at Vanguard Advisers, Inc.
23 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Jun 2026 to now
- Vanguard Marketing CorporationJun 2026 to now
- Self-employed dba Moonbeams and Paisely DreamsMay 2003 to now
- Fisher InvestmentsMay 2022 to May 2026
- Cgc Financial ServicesSep 2018 to Apr 2022
- Royal Alliance Associates, Inc.Sep 2018 to Apr 2022
- T. Rowe Price Investment Services, Inc.Sep 2017 to Aug 2018
- ConduentFeb 2017 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5548388
- Firm CRD
- 106715